ASML vs TTD: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-15.
ASML Holding N.V. · Technology
$1,775.64
+45.0% upside to fair value
Grade B
High Quality
VS
The Trade Desk, Inc. · Communication Services
$18.51
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
TTD trades at a lower forward P/E
(20.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
TTD |
| Current Price |
$1,775.64 |
$18.51 |
| Fair Value Estimate |
$2,574.68 |
$26.84 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$684.4B |
$8.7B |
| Forward P/E |
62.1x
|
20.3x
|
| EV / EBITDA |
47.1x
|
10.5x
|
| Price / Sales |
18.4x
|
2.9x
|
| Price / FCF |
69.1x
|
10.4x
|
| Revenue Growth YoY |
+13.2%
|
+11.8%
|
| Gross Margin |
52.6%
|
77.8%
|
| Operating Margin |
34.8%
|
20.3%
|
| Return on Equity |
52.0%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.45%
|
9.62%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
ASML Holding N.V. is a leading semiconductor equipment manufacturer specializing in photolithography systems critical for chip production. The company exhibits high business quality with a durable competitive moat supported by advanced technology and strong market position, reflected in a 52% return on equity and robust margins including a 52.6% gross margin and 29.7% net margin. Despite strong r…
The Trade Desk operates a leading demand-side platform in the advertising technology sector, specializing in programmatic ad buying with a strong focus on connected TV, retail media, audio, and international markets. The company benefits from a durable competitive moat driven by founder-led management with over 15 years of continuity, a differentiated open-internet infrastructure, and a dominant …
Accumulation Zones
| Metric |
ASML |
TTD |
| Zone Low |
$1,931.01 |
$20.13 |
| Zone High |
$2,188.48 |
$22.81 |
| In Buy Zone? |
Yes
|
Yes
|